Filed December 8, 2004 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
CONDUENT HR CONSULTING, LLC4 years Filed as: CONDUENT HR SERVICES, LLC Service code 15 · EIN 04-3609848 | Recordkeeping | $2,076,713 |
Filed as: WCM INVESTMENT MANAGEMENT Service code 28 · EIN 95-3046237 | Investment Management | $496,393 |
Service code 28 · EIN 74-0537175 | Investment Management | $461,580 |
Filed as: HOISINGTON Service code 28 · EIN 74-2126765 | Investment Management | $334,418 |
Filed as: MATTERHORN INVESTMENT MANAGEMENT LL Service code 28 · EIN 76-0676982 | Investment Management | $290,056 |
HS MANAGEMENT PARTNERS, LLC2 years Service code 28 · EIN 26-0335469 | Investment Management | $269,094 |
Filed as: EAGLE CAPITAL MANAGEMENT LLC Service code 28 · EIN 22-3361201 | Investment Management | $250,707 |
VAQUERO GLOBAL INVESTMENT LP5+ years Service code 28 · EIN 26-1281063 | Investment Management | $216,749 |
LAZARD ASSET MANAGEMENT5+ years Service code 28 · EIN 05-0530199 | Investment Management | $207,072 |
GLOBEFLEX CAPITAL LP2 years Service code 28 · EIN 33-0597629 | Investment Management | $189,696 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,026 | $100,179-42.1% | $84,015-30.9% | $89,569-35.2% |
| Participation rate | 60.5% | 54.1%+6.4pp | 69.0%-8.5pp | 69.6%-9.1pp |
| Annual return | 19.19% | 22.50%-3.3pp | 71.31%-52.1pp | 34.56%-15.4pp |
| Employer contribution / active EE | $1,134 | $816+38.9% | $1,983-42.8% | $2,584-56.1% |
| Participant deferral / active EE | $2,071 | $1,459+41.9% | $3,239-36.1% | $4,220-50.9% |
| Admin fee / account holder | $107 | $72+48.3% | $6,101-98.2% | $72+49.3% |